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Can I pre-sort or pre-categorize my documents before sending them in?

Modified on: Thu, 22 Nov, 2018 at 4:03 PM

For the most part, documents do not need to be organized in any way before you send them to Squirrel Street.

Please make sure that multiple smaller dockets are not attached to larger pieces of paper, as we are not able to process this kind of document. Each receipt should be loose in the envelope. Each individual document should also not be stapled or otherwise attached to other pages, unless the document is part of a multi-page document. You can read more about multi-page documents here.

All documents will go through the same processing here at Squirrel Street, so sorting your documents will not affect how they are processed and added to your account. If you wish to subdivide your documents, place them into plastic sleeves and we will assign separate envelope codes to them, which you can use to filter your receipts when they appear in your account. If you've opted for your documents to be returned to you, our policy is to return documents to you the way that you send them to us, so if you send receipts pre-sorted or labeled in folders, subdividers or small envelopes, we will return them to you that way.